How to Supersede a contact record.
If a Contact Record has been created that you no longer wish to use, you can supersede the account with another Contact Record. This means, if a user tries to use or select the original account which has been superseded, they will not be able too, but you will still have a record of all of the history.
How to Supersede a Contact Record
Within the DMS go to Customers (or Suppliers) > Utilities and select Supersede in the top right hand corner.
Search to find the account that you would like to supersede. You can then choose if you would like to supersede the account with one of the following options:
- A Contact record that already exists – if you choose this option, search for the existing contact record and click Supersede.
- Create a New Contact – if you choose this option, enter the new account details and click Create New Item.
A message will then be displayed confirming the changes that are about to be made:
You will still be able to search for and view the history of the account that has been superseded. The record will confirm which contact it has now been superseded by.